Allen Wealth Management’s Lincoln National LNC Stock Holding History

Allen Wealth Management’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Sell	55,905 -2,847	-5%	-$102K	0.96%	21
2026 Q1	$2.09M	Buy	58,752 +2,706	+5%	+$104K	1.04%	19
2025 Q4	$2.5M	Buy	56,046 +400	+0.7%	+$16.7K	1.5%	15
2025 Q3	$2.24M	Sell	55,646 -3,948	-7%	-$153K	1.52%	13
2025 Q2	$2.06M	Buy	59,594 +502	+0.8%	+$16.4K	1.44%	14
2025 Q1	$2.12M	Buy	59,092 +2,399	+4%	+$85.1K	1.46%	12
2024 Q4	$1.8M	Buy	56,693 +4,494	+9%	+$150K	1.29%	16
2024 Q3	$1.64M	Buy	52,199 +6,086	+13%	+$190K	1.14%	23
2024 Q2	$1.43M	Buy	46,113 +2,456	+6%	+$74.3K	1.28%	19
2024 Q1	$1.39M	Buy	+43,657	New	+$1.21M	1.23%	22

Other funds holding LNC

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

CCM

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Allen Wealth Management's LNC Position: Q2 2026 in Review

Allen Wealth Management reduced its Lincoln National (LNC) stake by 4.8% in Q2 2026, selling an estimated $102K and leaving 55,905 shares worth $1.98M. The position accounts for 0.96% of the portfolio, ranked #21.

Allen Wealth Management first reported a position in LNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.5M in Q4 2025. 207 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Allen Wealth Management held 55,905 shares of Lincoln National worth $1.98M as of Q2 2026.
Allen Wealth Management sold 2,847 Lincoln National shares in Q2 2026, an estimated $102K.
Lincoln National made up 0.96% of Allen Wealth Management's portfolio in Q2 2026, its #21 holding.
Allen Wealth Management first reported a position in Lincoln National in Q1 2024 and has held it in 10 quarters since.
Allen Wealth Management's Lincoln National position peaked at $2.5M in Q4 2025.
207 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.